Insider Sell: Di-ann Eisnor Sells 500 Shares of Saia Inc (SAIA)
Di-ann Eisnor, a Director at Saia Inc (SAIA), sold 500 shares of the company on February 17, 2026, bringing her total ownership to 5,212 shares. Saia Inc, a transportation company, has seen 1 insider buy and 11 insider sells over the past year. The stock is currently trading at $389.88, with a price-to-earnings ratio of 41.25 and is considered fairly valued based on its GF Value.
Executive VP & Chief Customer Officer Of Saia Sold 59% Of Their Shares
Saia's Executive VP & Chief Customer Officer, Raymond Ramu, recently sold 59% of his holdings, amounting to US$2.0 million worth of stock at US$388 per share. This transaction was the largest insider sale at Saia in the last year, with overall insider sales outweighing buys. The article suggests caution for potential investors due to significant insider selling and relatively low insider ownership, despite it being a weak signal.
Growth Spurs Saia Moves
Saia, a regional less-than-truckload carrier owned by Yellow Corp., is expanding its operations by opening new terminals near Jackson, Miss., and Greenville, S.C., by the end of April 2001. This expansion is driven by company growth and aims to establish Saia as a leader in one- and two-day markets in these rapidly developing Southern regions. The new terminals offer significantly more doors, office and dock space, and parking facilities compared to their previous locations, enhancing operational capacity.
Executive VP & Chief Customer Officer Of Saia Sold 59% Of Their Shares
Saia's Executive VP & Chief Customer Officer, Raymond Ramu, recently sold 59% of his holdings, amounting to US$2.0 million worth of stock. This transaction is the largest insider sale within the last year for Saia, raising some concern due to the high percentage of his stake sold and the fact that it was below the current market price. While insider ownership in Saia is not particularly high at 0.3%, the overall pattern of insider selling outpacing buying suggests caution for potential investors.
Saia and Joe Gibbs Racing Continue Partnership for 2026 NASCAR Cup Series Season
Saia Inc. has announced the continuation of its partnership with Joe Gibbs Racing (JGR) for the 2026 NASCAR Cup Series season. Saia will be a primary sponsor for Ty Gibbs and the No. 54 Toyota Camry XSE in seven races, and for Christopher Bell and the No. 20 car in one additional race. This partnership highlights a shared commitment to performance and excellence, aiming to boost Saia's national brand awareness for its LTL direct coverage.
NASCAR 2026: Saia backs Ty Gibbs in seven Cup Series races
Saia Inc. (NASDAQ: SAIA) has renewed its partnership with Joe Gibbs Racing (JGR) for the 2026 NASCAR Cup Series season. As part of the agreement, Saia will serve as the primary sponsor for Ty Gibbs in seven races and will also sponsor Christopher Bell in one additional race. This partnership aims to boost Saia's national brand awareness for its Less-Than-Truckload (LTL) services across its 213-terminal network.
Saia Opens Redding, Calif. Terminal
Saia has opened a new terminal in Redding, California, bringing its total number of California terminals to 14. This expansion strengthens its coverage in northern California and aims to facilitate earlier deliveries. Earlier this year, Saia also opened two locations in Colorado, providing full state coverage there.
Saia and Joe Gibbs Racing Continue Partnership for 2026 NASCAR Cup Series Season
Saia Inc. announced the continuation of its partnership with Joe Gibbs Racing (JGR) for the 2026 NASCAR Cup Series season, serving as a primary sponsor for eight races. This partnership highlights a shared commitment to performance and excellence, aiming to enhance Saia's brand awareness and national reach through NASCAR's platform. Ty Gibbs will be primarily sponsored in seven races, and Christopher Bell in an additional race.
Saia EVP operations Sugar sells $1m in shares
Patrick D. Sugar, EVP of Operations at SAIA INC, sold 2,706 shares for over $1 million on February 13, 2026, and also acquired 2,085 shares through a long-term incentive program the day prior. This comes as SAIA's stock shows strong growth but is considered overvalued according to some estimates, with mixed analyst sentiment following a recent earnings miss.
Saia EVP operations Sugar sells $1m in shares
Patrick D. Sugar, EVP of Operations at SAIA INC, sold 2,706 shares worth over $1 million on February 13, 2026, and also acquired 2,085 shares through a long-term incentive program. This transaction occurred as SAIA's stock shows strong momentum, despite being considered overvalued by some estimates. The company recently reported a decrease in Q4 earnings, leading to mixed analyst ratings and price target adjustments.
Saia (NASDAQ:SAIA) VP Sells $2,027,426.70 in Stock
Saia's VP Raymond Ramu sold 5,226 shares of company stock for over $2 million, reducing his ownership by 59%. The sale occurred on February 13th at an average price of $387.95 per share. This transaction follows the company's recent quarterly earnings report, where EPS missed consensus estimates, although revenue exceeded expectations.
Insider Sale: Chief Financial Officer of $SAIA Sells 150 Shares
SAIA's Chief Financial Officer, Matthew J. Batteh, sold 150 shares of the company stock on February 13, 2026, for an estimated $58,425, representing about 3.3% of his holdings. This transaction is part of a broader trend of insider selling at SAIA, with 11 sales and 1 purchase over the last six months. The article also details institutional investor activity, SAIA's Q4 2025 revenue, and recent positive analyst ratings and price targets for the stock.
Saia posts Q4 revenue record of $790.0M; Q4 operating ratio rises to 91.9% on higher insurance costs
Saia reported a record fourth-quarter revenue of $790.0 million, though its Q4 operating ratio increased to 91.9% due to higher self-insurance and reserve development costs. Despite a slight decrease in shipments and tonnage per day, the company achieved a full-year 2025 record revenue with an adjusted operating ratio of 89.6%, following significant investments in network expansion.
TimesSquare Capital Management LLC Reduces Position in Saia, Inc. $SAIA
TimesSquare Capital Management LLC significantly reduced its stake in Saia, Inc. (NASDAQ:SAIA) by 97.9% in the third quarter of 2025, selling over 118,000 shares. Despite missing Q3 EPS estimates, Saia's revenue surpassed expectations, and analysts maintain a "Hold" rating with a target price of $378.50. Insider activity showed both a director increasing her holdings and a VP selling shares, with insiders collectively owning approximately 0.30% of the stock.
Behavioral Patterns of SAIA and Institutional Flows
This article analyzes behavioral patterns and institutional flows for Saia Inc. (NASDAQ: SAIA), identifying conflicting sentiment across various time horizons, suggesting choppy market conditions. It provides AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis and support/resistance levels. The analysis highlights an elevated downside risk in the absence of long-term support signals.
1 Unpopular Stock That Deserves a Second Chance and 2 Facing Headwinds
This article analyzes three industrial stocks, recommending Woodward (WWD) as a buy due to strong revenue growth and improved operating margins. Conversely, Saia (SAIA) and CSX (CSX) are identified as stocks to sell, citing concerns such as soft demand, deteriorating free cash flow, and declining profitability. The author emphasizes independent analysis beyond Wall Street consensus by StockStory.
Why Saia (SAIA) Is Down 7.4% After Record Q4 Revenue But Weaker Profitability And EPS
Saia (SAIA) shares fell 7.4% despite reporting record Q4 2025 revenue of US$789.95 million, as net income and diluted EPS declined due to weaker profitability. The company's operating ratio worsened to 91.9% because of higher self-insurance costs and a softer freight market. This performance highlights the challenge of translating national network expansion into improved margins, with the execution of maturing new terminals being a key factor for future profitability.
Saia (NASDAQ:SAIA) Rating Lowered to "Sell" at Wall Street Zen
Wall Street Zen has downgraded Saia (NASDAQ:SAIA) from a "hold" to a "sell" rating, although the MarketBeat consensus remains a "Hold" with a target price of $378.50. This downgrade follows Saia's recent earnings report where they missed EPS expectations but exceeded revenue estimates. Despite the downgrade, several institutional investors have either built or increased significant positions in the company, indicating strong institutional interest.
Saia’s National Network Delivers Record Revenue But Tests Margin Resilience
Saia (NasdaqGS:SAIA) achieved record revenue and market share after completing its first full year as a national network, despite facing softer freight volumes and higher insurance costs. While revenue grew, profitability was impacted by rapid expansion and increased operating expenses, indicated by a weaker operating ratio and lower net income. Improvements in safety metrics and a planned moderation of capital expenditure in 2026 suggest the company is addressing cost and risk management while continuing to scale its national platform.
Morgan Stanley downgrades Saia stock rating to Underweight on valuation concerns
Morgan Stanley downgraded Saia Inc. (NASDAQ:SAIA) from Equalweight to Underweight, setting a price target of $250.00, significantly below its current trading price of $390.47. This downgrade stems from valuation concerns, as the stock's P/E ratio is 37.04 and its shares have exceeded $400 despite earnings estimates being nearly halved. The firm also noted Saia's recent mixed Q4 2025 earnings results.
Saia Inc. Balances Record Sales With Margin Pressure
Saia Inc.'s Q4 earnings call revealed record revenue in a tough freight market due to safety improvements and a fully built national network. Despite this, the company faced margin pressure from increased insurance, labor, and depreciation costs, leading to a steep earnings drop. Management remains optimistic, predicting stronger operating leverage and free cash flow generation in 2026 as investments transition to optimization and freight volumes improve.
Barclays Increases Saia (NASDAQ:SAIA) Price Target to $400.00
Barclays has increased its price target for Saia (NASDAQ:SAIA) to $400.00, maintaining an "overweight" rating, although the general consensus among analysts remains a "Hold" with a target of $363.35. This adjustment comes despite Saia missing Q4 EPS expectations and facing widened operating ratios due to elevated self-insurance costs. Management continues to emphasize long-term benefits from a $2 billion network investment aimed at improving the operating ratio.
Susquehanna downgrades Saia stock rating to Neutral on valuation concerns By Investing.com
Susquehanna downgraded Saia Inc. (NASDAQ:SAIA) from Positive to Neutral, citing valuation concerns and setting a price target of $425.00. This adjustment comes after a significant 35.58% return over the past six months, placing the stock's RSI in overbought territory. The firm also lowered its 2026 EPS estimate to $10.35 due to below-the-line activity, though its 2027 EPS estimate remains unchanged at $6.00.
Saia, Inc. (NASDAQ:SAIA) Q4 2025 Earnings Call Transcript
Saia, Inc. (NASDAQ:SAIA) reported fourth-quarter 2025 earnings, missing EPS expectations at $1.77 versus an anticipated $1.90. The company highlighted its resilience and focus despite a dynamic demand environment, with its national network now fully operational for a year. While facing increased self-insurance costs and mixed headwinds, Saia is confident in its strategic investments and ability to scale and improve performance in 2026, even in a soft macro environment, aiming for improved operating ratios and a return on its significant capital deployment.
Envestnet Asset Management Inc. Has $39.37 Million Stock Holdings in Saia, Inc. $SAIA
Envestnet Asset Management Inc. significantly increased its stake in Saia, Inc. (NASDAQ:SAIA) by 5.1% in the third quarter, holding 131,516 shares valued at $39.37 million. This move comes amidst mixed institutional activity and analyst ratings, with Saia missing Q4 EPS targets but projecting future operating-ratio improvements. The article details recent insider trades and analyst price targets while highlighting Saia's financial performance and key news impacting the company.
Morgan Stanley downgrades Saia, Inc. (SAIA) to Underweight on Feb 10, 2026
Morgan Stanley downgraded Saia, Inc. (SAIA) to Underweight on February 10, 2026, citing valuation concerns and a modest Q4 earnings miss, flagging a potential 40% downside. Shares reacted with a 4.4% intraday drop. The downgrade suggests expected underperformance for SAIA, prompting investors to monitor margin trends and compare Morgan Stanley's view against other analyst ratings, though Meyka AI still rates SAIA as a B+.
Saia's LTL Backdrop To Remain Soft Into First-Half 2026, but Long-Term Margin Opportunities Intact
Morningstar analyst Matthew Young anticipates Saia's less-than-truckload (LTL) demand will stay subdued through the first half of 2026, but the company retains its long-term margin opportunities. Saia, a top-tier LTL carrier, is noted for its profitability and network quality and has recently expanded its network by acquiring former Yellow-owned terminals.
Saia (SAIA) Stock Trades Down, Here Is Why
Saia (NASDAQ:SAIA) shares fell 5.9% after the company reported fourth-quarter 2025 results with a significant drop in profitability, despite revenue narrowly beating expectations. Earnings per share missed Wall Street estimates, driven by a lower operating margin and decreased sales volumes. The stock has been volatile, and this move indicates the market views the news as meaningful, although the stock is still up 14.3% year-to-date.
SAIA Inc (NASDAQ:SAIA) Reports Mixed Q4 Results with Revenue Beat but Sharp Profit Decline
SAIA Inc. reported mixed fourth-quarter 2025 results, with a slight revenue beat at $790.0 million, but a significant 37.6% decline in diluted EPS to $1.77, missing analyst estimates. The market reacted negatively, with the stock down 3.8% in pre-market trading, reflecting concerns over decreased profitability, a deteriorating operating ratio, and soft demand in its LTL business despite past capital investments. The company did not provide specific financial guidance for 2026.
Saia Inc (SAIA) Shares Down 7.23% on Feb 10
Shares of Saia Inc (SAIA) fell 7.23% on February 10, reaching an intraday low of $374.50 before closing at $380.00. This places the stock 25.11% below its 52-week high. Analysts have an average target price of $346.75, implying an 8.75% downside, while GuruFocus estimates a fair value of $443.50, suggesting a 16.71% upside.
Earnings call transcript: Saia Inc Q4 2025 shows mixed results
Saia Inc. reported mixed Q4 2025 results, with revenue surpassing expectations at $790 million but EPS missing forecasts at $1.77. The company's stock fell 5.38% pre-market due to the EPS miss and deteriorating operating ratio. Saia emphasized its national network expansion and technology investments for future growth, anticipating a 100-200 basis point improvement in its operating ratio for 2026.
Saia Revenue Hits Quarterly Record As Q4 Earnings Slip
Saia Inc. reported record quarterly revenue of $790 million in Q4 2025, a slight increase from the previous year, despite a decline in net income to $47.5 million due to higher self-insurance costs from prior-year accidents and softer freight volumes. The LTL carrier saw its operating ratio rise to 91.9% but achieved a 21% reduction in preventable accidents and strong contractual renewals, including a 6.6% increase for January 2026. CEO Fritz Holzgrefe emphasized the benefits of the company's national network and investments in safety, totaling over $2 billion in the last three years.
Saia (NASDAQ:SAIA) Shares Gap Down Following Weak Earnings
Saia (NASDAQ:SAIA) shares gapped down by 8.2% after reporting disappointing quarterly earnings, missing the consensus estimate of $1.90 with $1.77 per share, and showing only a 0.1% year-over-year revenue increase. The stock opened at $389.60 after closing at $409.60, currently trading around $375.85. Analyst ratings on Saia are mixed, with a consensus "Hold" rating and an average price target of $349.74, while insider transactions show both selling and buying activity.
Saia Q4 2025 Results: EPS Miss at $1.77 vs. $1.90 Estimate, Revenue $790M Beats - News and Statistics
Saia Inc. reported net income of $47.5 million for the fourth quarter of 2025, translating to $1.77 earnings per share, which missed Wall Street estimates of $1.90. However, the trucking company's revenue of $790 million for the quarter surpassed analysts' forecasts of $780.6 million. For the full year, Saia posted a profit of $255 million, or $9.52 per share, and an annual revenue of $3.23 billion.
SAIA ($SAIA) Releases Q4 2025 Earnings
SAIA ($SAIA) announced its Q4 2025 earnings, reporting $1.77 earnings per share, missing estimates by $0.17. However, the company exceeded revenue expectations with $789,950,000. The article also details recent insider trading activity, institutional investor movements, analyst ratings, and price targets for SAIA.
Saia: Q4 Earnings Snapshot
Saia Inc. reported fourth-quarter net income of $47.5 million, or $1.77 per share, falling short of Wall Street expectations. The trucking company posted revenue of $700 million for the quarter, exceeding analysts' forecasts. For the full year, Saia reported a profit of $300 million on revenue of $2.83 billion.
Saia, Inc. Reports Fourth Quarter 2025 Financial Results
Saia, Inc. has released its financial results for the fourth quarter and full year of 2025, reporting a decrease in diluted earnings per share and operating income due to a challenging operating environment. While revenue saw a slight increase for the quarter, the company's operating ratio worsened. Saia's management remains optimistic, focusing on strategic initiatives like network expansion and capital investments to drive future growth.
Earnings Flash (SAIA) Saia, Inc. Reports Q4 Revenue $790.0M, vs. FactSet Est of $776.3M
Saia, Inc. (SAIA) reported Q4 revenue of $790.0 million, surpassing FactSet's estimate of $776.3 million. This financial update indicates a better-than-expected revenue performance for the company in the fourth quarter. The news was published on February 10, 2026, at 07:49 am EST.
Saia faces earnings test as investors question volume recovery By Investing.com
Saia Inc. is set to release its fourth-quarter results, with analysts and investors keenly watching for signs of volume recovery in the less-than-truckload (LTL) market. The company's recent stock rally has outpaced Wall Street expectations, making strong commentary on future volumes and first-quarter margin guidance crucial. Management's 2026 outlook will also be under scrutiny as the LTL market faces ongoing pressures from higher costs and uneven regional volumes.
Saia (SAIA) Reports Q4: Everything You Need To Know Ahead Of Earnings
Saia (NASDAQ:SAIA) is set to announce its Q4 earnings results this Tuesday. Analysts expect a 1.5% year-on-year revenue decline to $777 million and adjusted earnings of $1.91 per share, with estimates remaining consistent over the last 30 days. Despite past revenue misses, investor sentiment in the ground transportation sector is positive, with Saia's stock up 14.4% in the last month.
Saia Purchases Texas Third-Party Logistics Provider
Saia Inc., a less-than-truckload services provider, has acquired LinkEx Inc., a Dallas-based asset-light, third-party logistics company, for $25 million. LinkEx, founded in 2002, generated $36 million in revenue in 2014 and offers services including supply chain design, transportation, warehousing, and final mile. Saia expects the acquisition to boost earnings by approximately 2 cents per share each quarter.
Saia, TST Overland Express Partner on Cross-Border LTL
Saia and TST Overland Express have announced an exclusive partnership to handle cross-border less-than-truckload (LTL) freight between the U.S. and Canada. This collaboration, effective May 22, will leverage Saia's extensive U.S. network and TST Overland's Canadian network to provide seamless service and improved delivery for their customers. Both companies emphasized their shared focus on on-time delivery and low cargo claims.
Ranger Investment Management L.P. Has $24.27 Million Stock Holdings in Saia, Inc. $SAIA
Ranger Investment Management L.P. significantly increased its stake in Saia, Inc. ($SAIA) by 38.1% in Q3, now holding 81,070 shares valued at approximately $24.27 million. Other large institutional investors like Viking Global, Wasatch, Bessemer, and Norges Bank also hold substantial positions in the company. Despite a consensus "Hold" rating from analysts, recent upgrades point to higher price targets, with the stock currently trading near $409.
Thrivent Financial for Lutherans Raises Position in Saia, Inc. $SAIA
Thrivent Financial for Lutherans significantly increased its stake in Saia, Inc. (NASDAQ:SAIA) by 319.8% in Q3, now holding 26,324 shares valued at $7.88 million. The article details other institutional investments in Saia, insider trading activity showing both sales and purchases, and current analyst ratings which largely suggest a "Hold" consensus despite some target price increases. Saia's stock performance, financial ratios, and company profile are also provided.
Bessemer Group Inc. Acquires 90,926 Shares of Saia, Inc. $SAIA
Bessemer Group Inc. significantly increased its holdings in Saia, Inc. by 21.9%, purchasing 90,926 additional shares to reach a total of 505,522 shares, valued at $151.3 million. The article also details recent insider trading activities, including a VP selling shares and a director buying shares, and highlights mixed analyst ratings with an average "Hold" and a target price of $345.35. Saia's stock performance and financial metrics are provided, noting its market capitalization and P/E ratio.
Saia Partners with Tesla to Launch Two Electric Semis
Saia LTL Freight has partnered with Tesla to integrate two Tesla Semi trucks into its operations, marking a significant step towards sustainability and innovation on its 100th anniversary. Saia rigorously tested the electric trucks for range, payload, grade performance, and driver comfort, with positive results. This collaboration reflects Saia's commitment to reducing its carbon footprint and embracing advanced technology for future logistics.
Earnings Watch: Saia, Old Dominion, Hub Group
Saia, Old Dominion Freight Line, and Hub Group all reported slightly lower fourth-quarter earnings despite revenue increases for some. Saia's net income fell due to higher insurance costs and investments, but the company is proceeding with expansion plans. Old Dominion also saw profits slip, though its revenue increased, while Hub Group beat analyst expectations despite a decline in net income, attributing it to strategic investments.
Saia, USA Truck Plan to Buy Nikola Electric Trucks
Saia LTL Freight announced plans to purchase or lease 100 Nikola Tre heavy-duty battery-electric vehicles after a successful demonstration program, with deliveries expected between 2022 and 2024. In a similar move, USA Truck plans to acquire 10 Nikola Tre trucks from Thompson Truck Centers, with an option for 90 more over the next two years. Both companies highlight these purchases as part of their commitment to reducing environmental impact and advancing sustainability initiatives.
Saia (SAIA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Saia (SAIA) is projected to report a year-over-year decline in Q4 2025 earnings and revenue, but is still expected to beat analyst estimates. The company's strong Zacks Earnings ESP of +0.99% combined with a Zacks Rank #3 suggests a high likelihood of an earnings beat. Investors are advised to consider other factors beyond just earnings surprises when making investment decisions.
Running Oak Capital LLC Sells 4,940 Shares of Saia, Inc. $SAIA
Running Oak Capital LLC reduced its stake in Saia, Inc. by 8.4% by selling 4,940 shares, bringing its total holding to 53,633 shares valued at approximately $16.06 million. Insider transactions included VP Raymond R. Ramu selling 1,000 shares and director Donna E. Epps purchasing 422 shares. While several analysts raised price targets, the consensus rating for Saia remains "Hold" with an average target of $345.35, as the stock opened at $367.75.
